[HOLD] Sims (ASX: SGM) – US Scrap Strength Meets a Data Centre Recycling Pause
HoldSims recycles scrap metal in North America, Australia and New Zealand, and also recycles and repurposes computer equipment decommissioned from...
Research
[BUY] Iluka Resources (ASX: ILU) – Zircon Turns as the Eneabba Rare Earths Refinery Takes Shape
BuyIluka Resources digs and sells mineral sands such as zircon and synthetic rutile, and is building a rare earths refinery at Eneabba in Western...
[SELL] Wesfarmers (ASX: WES) – Bunnings Holds Firm but Rising Interest Costs Cap the Upside
SellWesfarmers is a diversified Australian group whose largest business is the Bunnings home improvement chain, alongside Kmart, Officeworks,...
[HOLD] Suncorp (ASX: SUN) – Strong Margins and Capital Returns Meet Flat Policy Growth
HoldSuncorp is an Australian-listed insurer selling home, motor, business and personal injury cover to households and companies across Australia and...
[HOLD] IDP Education (ASX: IEL) – Volume Declines and Policy Uncertainty Cloud the Outlook
HoldIDP Education helps international students choose and enrol at overseas universities and owns and administers the IELTS English test, listed on...